Atmos Capital Gestao De Recursos
Latest statistics and disclosures from Atmos Capital Gestao De Recursos's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NU, XP, STNE, MELI, TSM, and represent 86.24% of Atmos Capital Gestao De Recursos's stock portfolio.
- Added to shares of these 9 stocks: XP (+$42M), NU (+$29M), AAPL (+$16M), NVDA (+$16M), MSFT (+$15M), GOOGL (+$15M), META (+$15M), AMZN (+$14M), NFLX (+$6.9M).
- Started 7 new stock positions in NFLX, GOOGL, MSFT, META, NVDA, AAPL, AMZN.
- Reduced shares in these 8 stocks: MELI (-$80M), TSM (-$21M), STNE, QQQ, KWEB, CXSE, VTEX, WALDW.
- Sold out of its position in WALDW.
- Atmos Capital Gestao De Recursos was a net buyer of stock by $63M.
- Atmos Capital Gestao De Recursos has $745M in assets under management (AUM), dropping by 15.49%.
- Central Index Key (CIK): 0001832439
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Portfolio Holdings for Atmos Capital Gestao De Recursos
Atmos Capital Gestao De Recursos holds 16 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Nu Hldgs Ord Shs Cl A (NU) | 30.6 | $228M | +14% | 14M | 16.01 |
|
| XP Cl A (XP) | 26.1 | $195M | +27% | 10M | 18.79 |
|
| Stoneco Com Cl A (STNE) | 22.7 | $169M | 8.9M | 18.91 |
|
|
| MercadoLibre (MELI) | 4.6 | $34M | -70% | 15k | 2336.94 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.2 | $16M | -56% | 59k | 279.29 |
|
| Apple (AAPL) | 2.2 | $16M | NEW | 63k | 254.63 |
|
| NVIDIA Corporation (NVDA) | 2.1 | $16M | NEW | 85k | 186.58 |
|
| Microsoft Corporation (MSFT) | 2.0 | $15M | NEW | 29k | 517.95 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $15M | NEW | 60k | 243.10 |
|
| Meta Platforms Cl A (META) | 1.9 | $15M | NEW | 20k | 734.38 |
|
| Amazon (AMZN) | 1.9 | $14M | NEW | 65k | 219.57 |
|
| Netflix (NFLX) | 0.9 | $6.9M | NEW | 5.8k | 1198.92 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.6M | -17% | 2.6k | 600.37 |
|
| Kraneshares Tr Csi Chi Internet (KWEB) | 0.2 | $1.4M | -17% | 34k | 42.01 |
|
| Wisdomtree Tr Chinadiv Ex Fi (CXSE) | 0.2 | $1.3M | -17% | 30k | 44.58 |
|
| Vtex Shs Cl A (VTEX) | 0.1 | $977k | 223k | 4.38 |
|
Past Filings by Atmos Capital Gestao De Recursos
SEC 13F filings are viewable for Atmos Capital Gestao De Recursos going back to 2020
- Atmos Capital Gestao De Recursos 2025 Q3 filed Nov. 14, 2025
- Atmos Capital Gestao De Recursos 2025 Q2 filed Aug. 14, 2025
- Atmos Capital Gestao De Recursos 2025 Q1 filed May 16, 2025
- Atmos Capital Gestao De Recursos 2024 Q4 filed Feb. 14, 2025
- Atmos Capital Gestao De Recursos 2024 Q3 filed Nov. 14, 2024
- Atmos Capital Gestao De Recursos 2024 Q2 filed Aug. 14, 2024
- Atmos Capital Gestao De Recursos 2024 Q1 filed May 15, 2024
- Atmos Capital Gestao De Recursos 2023 Q4 filed Feb. 14, 2024
- Atmos Capital Gestao De Recursos 2023 Q3 filed Nov. 14, 2023
- Atmos Capital Gestao De Recursos 2023 Q2 filed Aug. 14, 2023
- Atmos Capital Gestao De Recursos 2023 Q1 filed May 15, 2023
- Atmos Capital Gestao De Recursos 2022 Q4 filed Feb. 14, 2023
- Atmos Capital Gestao De Recursos 2022 Q3 filed Nov. 14, 2022
- Atmos Capital Gestao De Recursos 2022 Q2 filed Aug. 15, 2022
- Atmos Capital Gestao De Recursos 2022 Q1 filed May 16, 2022
- Atmos Capital Gestao De Recursos 2021 Q4 filed Feb. 14, 2022